ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
ReloPortal Redesign
Phase 1: Scope and Research
Fiserv | DataCompass Dashboard & Decision Flow UI
A financial analytics interface designed to translate complex performance data into clear operational insights
and decision workflows for fintech teams.
Enabling teams to move from fragmented, disconnected reporting toward a single unified view of financial performance
The layouts prioritize clarity and hierarchy, helping users quickly interpret complex dashboard data.
Tablet layouts were adapted for touch interactions while maintaining visual consistency and readability across devices.
Fiserv | Senior Product Designer | Fintech (B2B/B2C) | Platforms: Web, POS
Project Overview
Financial teams were navigating performance data across disconnected systems with no unified view of signals,
trends, or risk indicators. DataCompass was designed to consolidate that complexity into a single interpretable interface, enabling teams to move from fragmented operating models toward confident, data-driven performance management.
Led the design of the DataCompass dashboard as Senior Product Designer, translating performance data
into interpretable insights for financial teams.
Interactive prototype demonstrating alert bar pop-in and micro-interactions
Shows dynamic alerts that guide users’ attention without overwhelming the dashboard.
Animations, timing, and touch interactions were optimized for desktop, tablet, and POS.
Micro-interactions reinforce hierarchy and provide immediate feedback to users.
Supporting Screens
Each screen surfaces a distinct performance view — from alert states and dashboard customization to full financial reporting,
designed to support fast interpretation and confident decision-making across financial operations teams
Consistent UI patterns and visual hierarchy allow users to move fluidly between views without reorientation.
Tablet and POS adaptations maintain clarity and usability across every device context financial teams operate in.
Sample Dashboard Graph Cards
A redesign of core DataCompass graph cards to improve clarity, hierarchy, and usability,
each card aligned to the product design system and optimized for fast financial interpretation at a glance.
Redesigned cards surface key metrics, trends, and distributions in formats optimized for speed and clarity across financial workflows.
Each card is designed to support fast financial assessment, surfacing status, trend, and variance without requiring users to drill into underlying data. Responsive layouts maintain clarity and accessibility across tablet and POS contexts.
Design System Snapshot
Developed scalable UI patterns and a consistent component library to ensure maintainability and alignment with product branding.
A structured design system supported consistency across analytics experiences.
The component library established a shared visual language across distributed product teams, ensuring consistency,
reducing design debt, and enabling faster delivery across the DataCompass platform and adjacent fintech products.
Closing/Summary
The platform enabled teams to interpret performance data with greater clarity and confidence.
By consolidating complex financial signals into a unified dashboard environment, DataCompass became the primary performance monitoring interface across 10-15 major financial institutions, supporting faster assessment, clearer alignment,
and more confident decision-making at scale.